The Fed has made its first rate cut of the year, with more possibly ahead—but that doesn’t mean longer-term yields like the 10-year Treasury will follow. So far, they haven’t. The potential result? A frustrating mix of falling money market rates and stagnant at best bond prices. For yield-seeking investors, equity income strategies may offer a compelling alternative, with opportunities less sensitive to interest rate swings.
For years, mainstream investment gurus have steered clients away from gold. But with the yellow metal gaining more than 87 percent since January 2024, it’s getting hard to ignore the yellow metal.
The full impact of U.S. import tariffs on the broader economy has yet to be felt and may not happen for some time—or even at all. Economic distortions from tariffs are still filtering through the global economy, but so are offsets such as fiscal and monetary stimulus, as well as spending on artificial intelligence (AI).
The US government shut its doors on October 1. Republicans and Democrats couldn’t agree on a spending bill, so non-essential portions of the government are closed until further notice.
One obvious tweety bird is the riskiest type of bank debt, known as perpetual additional tier one bonds. These securities allow regulators to wipe out investors if a bank fails, but to compensate they offer the highest yields for lending to financial firms.
In the history of Wall Street, few have been as successful as Ken Griffin. Over the past three decades, he has built his Citadel hedge fund into a global financial behemoth, helping Griffin accumulate a personal net worth of about $48 billion. So when he makes a market call, it’s worth paying attention.
All’s fair in love and politics — and international bank capital rules. US financial watchdogs are making mischief with European standards that give lenders relief by treating the euro zone as a single domestic market.
This article breaks down the five main reasons financial advisors overwhelmingly prefer using crypto exchange-traded funds (ETFs) rather than recommending direct purchases of Bitcoin, Ethereum, or other tokens.
For starters, much has been said about equity valuations, and stocks are definitely trading at elevated multiples. However, the forward price-to-earnings ratio (P/E) of the S&P 500 has yet to reach dotcom era levels, and in fact remains below December 2020 levels because earnings were depressed coming out of the COVID-19 pandemic. T
Higher yields earlier in the year opened a window for meaningful tax loss harvesting. Investors who acted captured valuable tax savings, while those who waited saw opportunities diminish as yields retraced lower through the end of the third quarter.
To say the roof hasn’t caved in on the dollar is an understatement. Despite the doomsaying that was pervasive after the White House imposed sweeping tariffs, the greenback is as entrenched in the cogs of global finance as ever. If anything, its use is more pervasive.
All of that data center activity requires huge new amounts of electricity, but with most renewables slowing down, nuclear energy stocks could be poised to benefit. That presents a notable opportunity in the nuclear energy ETF NUKZ.
The boom in capital expenditures related to generative artificial intelligence is generating lots of questions about whether it is sustainable.
The Buffett Indicator, made popular by Warren Buffett, assesses the overall value of the stock market relative to the economy. This video provides the September 2025 update on Buffett Valuation Indicator.
Join the experts at Manulife John Hancock Investments for a free educational webcast exploring mortgage backed securities and how they are positioned to boost portfolios in today’s environment.
As younger generations are more often delaying life milestones, like marriage, parenthood and homeownership, advisors may need to adjust their conversations with millennial and Gen Z clients.
While large firms struggle with legacy systems and entrenched processes, agile mid-market players can deploy next-generation compliance technology and immediately realize competitive advantages.
October 8 marks World Financial Planning Day, a global celebration highlighting the power and purpose of financial planning.
Join Zeno Mercer and Rafael Silva for an investor-focused exploration of three interconnected systems shaping the future of health: artificial intelligence, the human body, and the robotic body.
An offsite with a great facilitator can be such a powerful experience. Ideally, they are a way to get team members talking about things they might otherwise be uncomfortable sharing with one another. Sometimes facilitators think the “tough love” approach is the best one to get people to see the dynamics of what is going on.
First it was a $400-million stake in MP Materials Corp., a little-known miner of rare-earth materials.
The rip-roaring rebound in US stocks from the brink of a bear market six months ago will go down in history for its speed and resilience. And bulls expecting the good times to continue have history on their side.
Nano Nuclear Energy Inc. has no revenue, no license from the US Nuclear Regulatory Commission and no operating power plant. Yet investors have driven its valuation past $2.3 billion, a figure that may be built more on optimism than fundamentals.
The jaw-dropping spike in gold prices is a reminder of what primal creatures we humans are — especially the species among us known as active traders. But the surge should also remind us of the importance of calling on the more evolved parts of our brain.
Like having the hottest A-lister on your arm, being a company merely associated with the OpenAI hype machine can send your street cred soaring these days.
The balance of risks to the Federal Reserve’s dual mandate (price stability and maximum employment) prompted the central bank to lower its policy rate in September in an effort to bolster the economy and employment.
The market is in a funny place. September was a strong month for financial markets, its typical negative seasonality notwithstanding.
In 2006, Andrew Fire and Craig Mello shared the Nobel Prize in Physiology or Medicine for their discovery of RNA interference (RNAi), which they published in 1998. Since then, the potential of a technology capable of silencing disease-causing genes has been a very attractive proposition.
As a result of the One Big Beautiful Bill Act, the lifetime exclusion for gifts and estates will increase permanently to $15 million next year with annual inflation adjustments to follow.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Fixed Income Portfolio Managers Brent Olson and Tom Ross consider current credit spread levels and offer reasons why they could remain rangebound for some time.
Markets surged to record highs in 3Q 2025 as the Fed’s first rate cut reignited optimism, with AI-driven market growth and broader participation leading gains, but a cooling labor market and fiscal uncertainty set the tone for a more selective, year-end investment positioning in 4Q
Labor markets are not keeping pace with young adult populations.
American companies continue to buy back their shares at a record pace in 2025. This has not only padded balance sheets but it’s helped drive the stock market rally that’s persisted since the April 8 trough.
When bear market losses occur, headlines talk in percentages: “The market dropped 20 %.” Investors nod. A 20 % decline sounds manageable, historical, and expected.
In big news for the energy infrastructure space, Targa Resources Corp. (TRGP) has announced significant new investments in its Permian Basin operations. The announcement includes a new natural gas liquids (NGL) pipeline and incremental natural gas infrastructure.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the Calamos Laddered S&P 500 Structured Alt Protection ETF (CPSL) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.
Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment. Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in on the multi-share class structure, and discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.
Whether you're seeking smoother client outcomes, more adaptive portfolios, or just more control, this conversation is built for you. Join Swan Global Investments and VettaFi for a deep dive into the value and utilization of active options strategies.
Join the experts at SS&C ALPS Advisors and CoreCommodity Management for an in-depth educational webcast exploring the natural resource equities space.
Chasing sends a clear message to your prospects, mainly you care more about closing the deal than solving their problem. There is an alternative, and a simple one at that. Stop following up and start focusing on creating trust.focusing on creating trust.
If you are searching for professional retirement and financial guidance, the most important thing is working with professional people who understand your needs and can help you in achieving your specific goals. How might you determine compatibility?
Inflation is a quiet seeping in the background that you may not notice today. Yet over years it can drain value from your retirement reservoir. The fix doesn’t require a full remodel, just regular maintenance. What kind of maintenance does it take to prevent inflation leakage? Here are a few suggestions.
Many investors have turned to MLPs over the years for their income, which makes the outlook for distributions a perennial focus for investors. With MLP yields currently elevated relative to long-term averages and a flattish near-term outlook for U.S. energy production, the distribution outlook is particularly topical.
A trio of money managers want to sell exchange-traded funds that amp up swings in Tesla, Bitcoin and other assets to a rarely seen degree, setting the stage for another test of regulators’ tolerance for ultra-risky offerings.
The extra yield investors demand to own dollar bonds of emerging market sovereigns rather than US Treasuries has shrunk to the least in seven years — and the rally is set to run further.
Gold steadied as the dollar edged higher, cooling a record-breaking rally that’s been further fueled by the US government shutdown and the political crisis in France.
Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era.
Rising investor appetite for digital infrastructure, energy and transportation assets boosted fundraising for Manulife Investment Management, which closed its largest-ever infrastructure fund with $5.5 billion.
Three things to watch this month from Franklin Templeton Emerging Markets Equity: China's Golden Week, tariffs on India and the likelihood of a year-end market rally.
